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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,945 | $51,222-2.5% | $70,544-29.2% | $75,173-33.6% |
| Participation rate | 67.9% | 61.0%+6.9pp | 68.4%-0.5pp | 67.2%+0.7pp |
| Annual return | 15.86% | 30.06%-14.2pp | 32.79%-16.9pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,564 | $2,850+25.0% | $4,568-22.0% | $4,126-13.6% |
| Admin fee / account holder | $7,912 | $4,096+93.2% | $6,427+23.1% | $5,651+40.0% |